Mon, Nov 18, 2024

7 PM – 8 PM EST (GMT-5)

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Join us for a workshop focused on estate planning. What we do now means nothing if we don't have a plan for the future! James Bremis is Senior Financial Planner at The Sentinel Group! A graduate of Yale, James has gone on to see success at companies like Fidelity, OppenheimerFunds, Sentinel Group and more. He is highly skilled in the field of estate planning and will be discussing different strategies and objectives related to this subject.

Speakers

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James Bremis

Senior Financial Planner

Sentinel Group

https://www.linkedin.com/in/james-bremis/

CERTIFIED FINANCIAL PLANNER™ practitioner with strong retirement planning expertise and the ability to adapt and change to the needs of clients.

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MNY Mu Nu Upsilon Professional Co-Ed Fraternity | Website | View More Events

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